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Duke Energy
DUK

Overview Fund Activity

1,059 hedge funds and large institutions have $26.5B invested in Duke Energy in 2015 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 377 increasing their positions, 445 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-25
Holders Change %
-2.31%
% of All Funds
28.56%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.27%
New
54
Increased
377
Reduced
445
Closed
67
Calls
$425M
Puts
$460M
Net Calls
-$35.1M
Net Calls Change
-$113M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$59.3M
2
Deutsche Bank
Deutsche Bank
Germany
+$42.5M
3
HI
Honeywell International
North Carolina
+$40.5M
4
CBOA
Commonwealth Bank of Australia
Australia
+$40.5M
5
Franklin Resources
Franklin Resources
California
+$36.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$255M
2
Capital World Investors
Capital World Investors
California
-$231M
3
State Street
State Street
Massachusetts
-$164M
4
BIT
BlackRock Institutional Trust
California
-$60.4M
5
VFA
Virtus Fund Advisers
Connecticut
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
726
Capital Innovations
Wisconsin
$469K -$73.4K -1,040 -14%
FTC
727
Farmers Trust Company
Ohio
$464K +$9.18K +130 +2%
EWM
728
Endurance Wealth Management
Rhode Island
$463K – – –
CCC
729
Chelsea Counsel Company
California
$459K – – –
RAM
730
Roanoke Asset Management
New Jersey
$459K +$7.07K +100 +2%
WRM
731
Westport Resources Management
Connecticut
$458K -$5.86K -83 -1%
HB
732
Homrich & Berg
Georgia
$448K -$71 -1 -0%
PFSC
733
Peoples Financial Services Corp
Pennsylvania
$447K -$18.8K -266 -4%
WA
734
WFG Advisors
Texas
$444K -$132K -1,874 -23%
QSS
735
Quantitative Systematic Strategies
Florida
$440K +$440K +6,209 New
LNC
736
Lincoln National Corp
Pennsylvania
$439K -$6.45K -88 -1%
SRSA
737
S.R. Schill & Associates
Washington
$438K – – –
CPA
738
Cowen Prime Advisors
New York
$431K – – –
SCA
739
Stonebridge Capital Advisors
Minnesota
$430K +$21.2K +301 +5%
KS
740
Karpas Strategies
Connecticut
$429K – – –
ARMT
741
Amica Retiree Medical Trust
Rhode Island
$427K – – –
FBC
742
Fairfield, Bush & Co
Connecticut
$426K – – –
JPTCCM
743
J.P. Turner & Co Capital Management
Georgia
$424K +$424K +5,871 New
BKA
744
Brick & Kyle Associates
Pennsylvania
$422K +$12.4K +176 +3%
CCT
745
Country Club Trust
Missouri
$418K -$27.1K -384 -6%
WC
746
Whitnell & Co
Illinois
$416K – – –
BB
747
Busey Bank
Illinois
$413K -$5.51K -78 -1%
CNBT
748
Canandaigua National Bank & Trust
New York
$413K +$14.1K +200 +4%
HC
749
Hourglass Capital
Texas
$412K -$17.6K -250 -4%
DCM
750
Donaldson Capital Management
Indiana
$404K -$15K -212 -4%
28 29
30
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